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| Provider | Service type | Compensation |
|---|---|---|
ST. PAUL ELEC ADMIN SVC CORP1+ years Service code 13 · EIN 41-1505769 | Contract Administrator | $127,679 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $85,494 |
FIDUCIARY MANAGEMENT, INC.1+ years Service code 28 · EIN 39-1346018 | Investment Management | $81,560 |
FELHABER LARSON1+ years Service code 29 · EIN 41-0991071 | Legal | $77,015 |
DEPRINCE, RACE & ZOLLO1+ years Filed as: DEPRINCE, RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $65,865 |
DEARBORN PARTNERS1+ years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $56,021 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $54,982 |
SEGALL BRYANT & HAMILL1+ years Service code 28 · EIN 41-1788385 | Investment Management | $53,737 |
FARR MILLER & WASHINGTON1+ years Service code 28 · EIN 52-1979573 | Investment Management | $46,531 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $45,487 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,373 | $80,354-9.9% | $133,975-46.0% | $63,975+13.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 13.45% | 13.11%+0.3pp | 29.29%-15.8pp | 48.65%-35.2pp |
| Employer contribution / active EE | $2,699 | $3,503-23.0% | $5,211-48.2% | $2,182+23.7% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $349 | $69+404.1% | $9,324-96.3% | $70+396.0% |